Thanks for the 'guidance'. I liked the 'player', O

Thanks for the 'guidance'. I liked the 'player', Obama, and his 'game', and I did well in the market. Now I can hate the player, Trump, and still thrive in whatever 'game' he serves up, its intended or more likely unintended consequences.

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"If we hear more about job creation, fair trade and general rapprochement, we could see a rally in industrials and technology that helps drag the market higher," Block wrote.

The S&P 500 technology sector underperformed the overall market by about 4 percent in the month after the U.S. election in November, and tension between tech companies and Trump's administration has risen since then as Trump's travel ban has been introduced.

Technology does have an opportunity to thrive under the Trump administration if tax repatriation takes effect, said David Seaburg, head of sales and trading at Cowen and Co. He's also bullish, with "caution," on the financial sector.

"I think if you go back to the election and you look at some of the price action of a lot of the sectors that have done well, you're still seeing incredible gains in a lot of these sectors," Seaburg said Wednesday on CNBC's "Trading Nation."

The financial sector surged after the election on rising rates and, to some degree, investors' hopes for less regulation in the industry (Trump himself has called the Dodd-Frank Act a "disaster". Seaburg said he would pause on more near-term financial trades, but is rather bullish on the long term, as he sees Trump's promised policies having a positive impact.

"I think it just takes small amounts of positive signs, if you will, for this sector to continue its move higher," Seaburg said, adding that he expects Trump to make a "productive" policy announcement that will ultimately send stocks higher.

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